Job Title: Executive Assistant to Vice President
Location: San Francisco - Equitable Advisors
Job Type: Full-Time/Part-Time
Company Overview:
Equitable Advisors is a leading financial advisory firm dedicated to providing personalized financial planning and investment management services. We pride ourselves on our commitment to excellence and client satisfaction.
Position Overview:
The Executive Assistant (EA) will provide high-level administrative support to the Vice President, ensuring efficient operations and facilitating exceptional client service. This role requires a proactive, organized, and detail-oriented individual who can manage multiple tasks and prioritize effectively. As a trusted partner, the EA will help manage and maximize the Financial Advisor's time by handling planning and organizational tasks.
Key Responsibilities:
• Administrative Support:
o Manage and organize the Financial Advisor's schedule, including appointments, meetings, and travel arrangements.
o Prepare and edit correspondence, communications, presentations, and other documents. o Ensure accuracy of appointments and all required meeting materials are included.
o Maintain confidential client records and ensure data accuracy.
o File and organize sensitive documents.
• Client Interaction:
o Serve as the primary point of contact for clients, addressing inquiries and providing information as needed.
o Coordinate client meetings, including preparing necessary materials and follow-up actions. o Assist in onboarding new clients and maintaining ongoing client relationships. o Handle new business paperwork for team and personal business.
o Utilize Salesforce, Outlook, Calendly, and internal financial planning software when necessary.
o Work closely with various joint advisors and team when needed.
• Project Management and Event Planning:
o Support the Financial Advisor in special projects and initiatives.
o Track project timelines, deliverables, and outcomes.
o Coordinate project tasks and ensure timely completion.
o Plan and organize client and company events.
• Additional Duties:
o Take and screen calls.
o Manage calendars across U.S. time zones.
o Book meetings and events.
Qualifications:
• Education: Bachelor's degree preferred.
• Experience: Minimum of 1 year of experience in an administrative role, preferably in the financial services industry.
Note applicants must be authorized to work in the United States.
• Skills:
o Excellent organizational and time-management skills.
o Strong attention to detail.
o Proficient at multitasking and handling sensitive information with discretion.
o Heightened decision-making skills and initiative.
o Excellent written and verbal communication abilities.
o Proficiency in Microsoft Office Suite and Salesforce
Equitable Network, LLC. an Equitable Advisors is an equal opportunity employer M/F/D/V.